Publications

June 1993 (Revised May 1995)
Teaching Note

Roosevelt Financial Group, Inc. TN

By: Mary E. Barth and Krishna G. Palepu

Keywords: Finance; Financial Services Industry

December 2003
Teaching Note

Capital One Financial Corporation (TN)

By: Bharat N. Anand and Michael G. Rukstad

Teaching Note to (9-700-124). View Details

Keywords: Customization and Personalization; Industry Structures; Internet and the Web; Competitive Strategy; Information Management; Financial Services Industry

February 2002 (Revised March 2002)
Case

Customer Profitability and Customer Relationship Management at RBC Financial Group

By: V.G. Narayanan and Lisa Brem

The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details

Keywords: Competitive Advantage; Price; Customer Relationship Management; Marketing; Customer Value and Value Chain; Financial Services Industry; Financial Services Industry; Canada

February 2021
Case

China Rapid Finance: The Collapse of China’s P2P Lending Industry

By: William C. Kirby, Bonnie Yining Cao and John P. McHugh

China’s peer-to-peer (P2P) lending industry had over 3,000 platforms at its height in 2015. China Risk Finance (CRF) was one of the country’s P2P success stories. With over 1 million borrowers using CRF’s platform, it raised $60 million in its 2016 IPO on the New York... View Details

Keywords: Financial Services; P2P Lending; Government And Business; Regulation; Finance; Governing Rules, Regulations, and Reforms; Strategy; Financial Services Industry; China

01 Jun 2009
News

Career Services Steps Up Alumni Support

Last fall, as world economies began to tremble from the collapse of the financial sector, HBS Alumni Career Services enhanced its suite of career offerings for alumni. “We anticipated an increase in the... View Details

Keywords: Margie Kelley; Educational Support Services; Educational Support Services

March 2002 (Revised May 2007)
Case

Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)

By: V.G. Narayanan and Lisa Brem

The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details

Keywords: Customers; Customer Relationship Management; Price; Perspective; Marketing; Competitive Advantage; Financial Services Industry; Financial Services Industry; Canada

2015
Working Paper

Customers and Investors: A Framework for Understanding Financial Institutions

By: Robert C. Merton and Robert T. Thakor

Financial institutions have both investors and customers. Investors, such as those who invest in stocks and bonds or private/public-sector guarantors of institutions, expect an appropriate risk-adjusted return in exchange for the financing and risk-bearing that they... View Details

Keywords: Financial Institutions

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04 Aug 2017
Working Paper Summaries

Private Equity and Financial Fragility During the Crisis

Keywords: by Shai Bernstein, Josh Lerner, and Filippo Mezzanotti; Financial Services

October 1994 (Revised January 1996)
Case

Roosevelt Financial Group, Inc. (B)

By: Mary E. Barth and Krishna G. Palepu

Keywords: Financial Institutions; Financial Services Industry

July 2009 (Revised July 2011)
Technical Note

Note on Capital in the U.S. Financial Industry

By: Clayton S. Rose, Scott Waggoner and Sally Canter Ganzfried

This note was created to supplement classroom discussion in the EC course "Managing the Financial Firm" and provides background for exploring issues general managers in financial firms face in considering appropriate capital levels. View Details

Keywords: Capital; Financial Institutions; Management; Financial Services Industry; United States

September 2022
Case

BancoSol: Financial Inclusion in the Perfect Storm

By: Michael Chu and Carla Larangeira

In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details

Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia

01 Jun 2003
News

HBS Releases First-Ever Financial Report

How does HBS manage its business? For alumni interested in the financial operations of the School, HBS has published its first-ever financial report. The 42-page document provides an overview of how the... View Details

Keywords: Educational Services; Educational Services

April 1985 (Revised November 1987)
Case

American Express Travel Related Services Co.

Describes the company's new focus on entrepreneurship during the era of Lou Gerstner, chairman and CEO since 1982. View Details

Keywords: Change Management; Corporate Entrepreneurship; Financial Services Industry; Financial Services Industry

Web

Managing Service Operations - Course Catalog

research and field examples from a broad array of industries, including financial services, government, healthcare, hospitality, professional services, restaurants, retail, and transportation. The course is useful for students planning to... View Details

November 2005 (Revised February 2008)
Teaching Note

Shinhan Financial Group (A) (TN)

By: Rosabeth M. Kanter and Ryan Raffaelli

Keywords: Financial Services Industry

01 Dec 2008
News

Career Services Shifts into High Gear

Many members of the Class of 2008 were just settling into new jobs as reverberations from the financial crisis were felt around the world. While employment figures for the class remain strong, MBA Career View Details

April 1983 (Revised June 1993)
Case

Trade In Services and American Express

By: Joseph L. Badaracco Jr. and David B. Yoffie

Keywords: Financial Services Industry